US Wealth Management Firm Tolleson Wealth Discloses Purchase of Approximately $1.145 Million in IBIT in Q4 Last Year

According to MarketBeat citing SEC public filings, American wealth management firm Tolleson Wealth Management purchased iShares Bitcoin Trust (IBIT) in the fourth quarter of last year, acquiring 21,575 shares valued at approximately $1.145 million. During the same period, several institutions adjusted their IBIT holdings: Union Savings Bank and Vision Financial Markets each established new positions of about $25,000 in IBIT; City Holding increased its holdings by 95.2% to 488 shares ($260,000); Stephens Consulting increased by 62.8% to 490 shares; Crewe Advisors increased by 151% to 502 shares.